Moisand Fitzgerald Tamayo, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 547 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.57 and the average weighting 1.0%.

Quarter-by-quarter ownership
Moisand Fitzgerald Tamayo, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,959
-86.3%
116
-85.7%
0.00%
-90.0%
Q2 2023$50,828
+19.8%
812
+18.5%
0.01%
+11.1%
Q1 2023$42,428
+7.0%
6850.0%0.01%0.0%
Q4 2022$39,640
+13.3%
685
+0.9%
0.01%
-10.0%
Q3 2022$35,000
-10.3%
6790.0%0.01%0.0%
Q2 2022$39,000
-11.4%
679
+1.6%
0.01%
-50.0%
Q1 2022$44,000
-6.4%
668
+0.1%
0.02%
+53.8%
Q4 2021$47,0000.0%667
+1.8%
0.01%
-18.8%
Q3 2021$47,000
-2.1%
6550.0%0.02%
-5.9%
Q2 2021$48,000
+4.3%
655
-0.6%
0.02%
-15.0%
Q1 2021$46,000
+4.5%
6590.0%0.02%0.0%
Q4 2020$44,000
+15.8%
659
+1.1%
0.02%0.0%
Q3 2020$38,000
+5.6%
6520.0%0.02%0.0%
Q2 2020$36,000
-7.7%
652
-22.0%
0.02%
-20.0%
Q1 2020$39,000
-25.0%
8360.0%0.02%
-7.4%
Q4 2019$52,000
+8.3%
836
+1.6%
0.03%
+3.8%
Q3 2019$48,000
+14.3%
823
+15.9%
0.03%
+13.0%
Q2 2019$42,000
+20.0%
710
+17.0%
0.02%
+21.1%
Q1 2019$35,000
+20.7%
607
+11.2%
0.02%
+5.6%
Q4 2018$29,000
+81.2%
546
+104.5%
0.02%
+100.0%
Q3 2018$16,000
+1500.0%
267
+2327.3%
0.01%
+800.0%
Q2 2018$1,000110.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 579,715$42,644,00025.72%
Acorns Advisers, LLC 15,847,773$1,161,642,00022.88%
Newman & Schimel, LLC 491,336$36,015,00022.63%
AlphaCore Capital LLC 568,957$41,705,00022.28%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 6,223,000$456,144,00020.42%
Brightworth 2,614,725$191,659,00016.38%
KEMPER Corp 1,213,087$88,919,00014.95%
Hardy Reed LLC 1,083,219$79,400,00014.12%
AAF Wealth Management, LLC 232,400$17,041,00013.15%
ESL Trust Services, LLC 596,495$43,723,00013.01%
View complete list of ISHARES TR shareholders